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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,137 | $110,410+3.4% | $102,437+11.4% | $145,897-21.8% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 10.32% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $637 | $4,217-84.9% | $3,871-83.5% | $4,663-86.3% |
| Participant deferral / active EE | $4,790 | $5,622-14.8% | $5,060-5.3% | $6,689-28.4% |
| Admin fee / account holder | $1,876 | $9,745-80.7% | $8,388-77.6% | $13,390-86.0% |